Personas

below diagram aids in understanding task distribution and accountability within the assisted video kyc ecosystem in this guide, we'll not only explore the different personas who play important roles in making identity verification smooth but also dive into how these roles are created how these roles are created and who holds the authority who holds the authority roles and management 1 superadmin 1 superadmin the superadmin holds the highest level of authority and has the access to create customers this basically remains with signzy team from where different customers are created and grants are set for them // get a better idea of this // get a better idea of this //steps how to create it and grants involved// //steps how to create it and grants involved// 2 admin 2 admin admins are typically from top management of the financial institutions, who plays a pivotal role in shaping video kyc system to align with organizational needs some of their key roles are role creation role creation admins design roles for managers within the system agent management agent management admins handle the creation and management of agents for direct interactions team assignments team assignments assigning agents to managers is a strategic task handled by admins user oversight user oversight admins actively manage both managers and agents, overseeing their roles questionnaire setup questionnaire setup admins configure questionnaires, tailoring them for relevant information extraction flow configuration flow configuration admins fine tune journey parameters and grant access for a seamless experience admins role encompasses strategic decision making, team dynamics, and meticulous flow configuration for an optimal user experience 3 managers 3 managers the re manager is employed by the bank or organization, is tasked with supervising and offering direction to the team of re agents under their purview their main duties include efficiently managing the activities of the re agents furthermore, the re manager has access to a specialized portal to conveniently monitor the number of calls completed by individual re agents on a daily basis 4 agents/bank representatives 4 agents/bank representatives the person who interacts with the end user during the video call is known by different titles such as re agent, kyc banker, or bank representative they are an employee of the bank or organization facilitating the kyc process their main responsibilities encompass verifying the identity of the end user the re agent ensures that the information provided by the end user matches their identity, such as their name, date of birth, and other relevant details validating the end user's documents the re agent carefully examines the documents provided by the end user, such as identification papers, proof of address, or any other required documents, to confirm their authenticity and accuracy detecting and preventing fraud the re agent actively looks out for any signs of fraudulent activity or suspicious behavior during the video call they are trained to identify potential red flags and take appropriate measures to safeguard against fraud during the video call, the re agent will guide the end user through specific actions or steps to fulfill the aforementioned responsibilities once the re agent is satisfied with the responses and verification process, they will proceed to direct the kyc application to the back operations user, who will handle further processing and approval they conduct interviews, verify documents, and provide feedback, ensuring a seamless and accurate verification process 4 end users 4 end users end users are the customers of the client who undergo the video kyc process they initiate the journey, answer questions, and provide necessary information during the verification process finally, to complete the process, the end user will participate in a video call with a representative(re), who will further verify their identity and conduct any necessary interactions or discussions getting help getting help if you have any questions, need clarification, or have suggestions to enhance our documentation or services, please don't hesitate to contact us reach out to us at help\@signzy com